Advisor at Integrity Prosperity Security (IPS) Strategic Capital
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Firm
Integrity Prosperity Security (IPS) Strategic Capital
Location
Denver, CO 80226
Credentials
Series 63
Industry experience
27 years
Dominick Paoloni is a financial advisor at Integrity Prosperity Security (IPS) Strategic Capital with 27 years of industry experience. He holds a Series 63 designation and has been associated with Mutual Fund Protection Service since 1993. IPS Strategic Capital provides personalized financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm emphasizes options-based, risk-managed strategies and manages client accounts on a discretionary basis, operating an affiliated mutual fund alongside separate client accounts.
Based on Integrity Prosperity Security (IPS) Strategic Capital
Based on Integrity Prosperity Security (IPS) Strategic Capital
Financial plan fees range from $1,000 to $3,500, negotiable
Less than $100,000 - $99,999: 2.00% $100,000 - $500,000: $5,000/year or 2.00% Greater than $500,000+: 1.00%
Some persons providing advice are licensed insurance agents and may earn commissions for selling insurance products, separate from advisory fees
$250 per hour for limited scope engagements or changes after financial plan delivery
Account minimum: $500,000 Minimum fee: $5,000 per year minimum, negotiable Fee-only: Fee-only financial planning and investment management; financial plan fees range from $1,000 to $3,500, negotiable; hourly rate $250/hour for planning or changes after plan delivery
215 S Wadsworth Blvd, Ste 540
Denver, CO 80226
Colorado
Mutual Fund Protection Service
1993 - Present (33 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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